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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
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    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
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    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
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    Google seeks faster InP substrate expansion as supply chain security outweighs price
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    WF6 prices surge as Japanese plants shut and AI demand tightens supply
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    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
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    NEWS TAGGED PHOTONICS
    Friday 12 June 2026
    Taiwan AI infrastructure suppliers see broad sales gains in May

    Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers,...

    Friday 12 June 2026
    Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects
    United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch...
    Friday 12 June 2026
    China squeezes InP supplies, jolting US-Taiwan optics chain

    China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

    Wednesday 10 June 2026
    Taiwan AI industry plan targets silicon photonics as new moat
    The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form...
    Friday 5 June 2026
    Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market
    Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...
    Thursday 4 June 2026
    BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
    Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...
    Monday 1 June 2026
    AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
    Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
    Monday 1 June 2026
    AuthenX targets CPO bottlenecks with detachable metalens FAU
    AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Thursday 28 May 2026
    Ezconn moves up AI optics chain with CPO and silicon photonics

    Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

    Wednesday 27 May 2026
    Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
    Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
    Tuesday 26 May 2026
    The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
    As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
    Tuesday 26 May 2026
    Lightmatter joins TSMC on COUPE for 3D optical engines
    AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
    Tuesday 26 May 2026
    Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

    South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon...

    Monday 25 May 2026
    Beyond Silicon Valley: Lam Capital's startup contest goes global
    Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook